Today, Bloomberg's Tech In Depth newsletter covers a thorny subject: should Nintendo raise the Switch 2 pricing in response to the current economic environment and the ongoing memory shortage? Sony did, across its entire PlayStation ecosystem (PS5, PS5 Slim, PS5 Pro, and PlayStation Portal). Nintendo, on the other hand, has maintained steadfast so far, but Bloomberg points out that investors aren't quite happy with this strategy. The company's stock has been on a steady decline for five consecutive months, marking the longest sustained decline in Nintendo's stock since 2016. This is despite the Nintendo Switch 2 continuing to sell extremely […]

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Asha Sharma has been extremely active since she officially replaced the now-retired Phil Spencer at Xbox in late February. One of her earliest moves was discontinuing the "This Is an Xbox" marketing campaign, which had been widely mocked by fans. More significantly, she formally dismantled the Microsoft Gaming identity in favor of a unified Xbox-first structure, with Microsoft plastering the "Return of Xbox" slogan on its office walls. On April 21, Sharma announced a cut to Xbox Game Pass Ultimate's monthly price from $29.99 to $22.99, while PC Game Pass dropped from $16.49 to $13.99. Simultaneously, new Call of Duty […]

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The memory industry saw a rollercoaster ride in the past few weeks following the debut of Google's TurboQuant, but the idea of shortages being over is seen as a "misinterpretation", to say the least. Google's TurboQuant Isn't Slowing Down the Memory Supercycle At All; the Demand Will Stay For Several Quarters With DDR prices coming down over the past few days, we did discuss the role of Google's TurboQuant algorithm; however, tying it to the end of memory shortages was a mere misperception, according to The Financial Times' latest report. Following the blog post about TurboQuant, we saw a huge […]

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The PC industry is entering a 'tough period', as IDC warns that the upcoming quarters could be very difficult for both vendors and customers, due to the current market conditions. PC Shipments Did See a Modest Growth In Q1, Driven By Buyer Interest to Get Protection From the Upcoming Price Hikes The consumer market has been difficult to navigate for the past few months, as shortages of key components like CPUs, GPUs, memory, and SSDs have prompted retailers to hike prices, giving the impression that the shortages have been factored in. However, OEMs have now held off on price hikes […]

Read full article at https://wccftech.com/the-real-test-for-pc-buyers-starts-this-quarter/

While many of us rejoice when gamers get multiple RAM sticks despite ordering a single unit, this has been a nightmare for Amazon retailers, who, interestingly, cannot avoid it. Retailers Are 'Tired' By The Negligence of Amazon's Warehouse Staff, Saying That They Are Dispatching Entire Boxes of Components We have noticed a rather interesting trend among those in the PCMR: those who find it very appealing when Amazon screws up someone's package, ultimately benefiting them. We have reported numerous incidents where a particular buyer orders a unit of a PC component, prominently RAM or SSD, and in return, they manage […]

Read full article at https://wccftech.com/ever-wondered-why-pc-buyers-are-getting-lucky-with-their-amazon-packages-recently-its-a-fiasco-that-has-annoyed-retailers/

Dell's CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years. If Hyperscalers Do Not Spend Money on Memory, There's a Fear Within Them of Getting Behind the Competition We have been tracking the memory supply chain for quite some time now, noting that the supply-demand gap has widened in the past few quarters; however, questions remain about how long we will see such conditions in the memory industry. Following the recent TurboQuant fiasco and the wider selloff within memory companies, there was a […]

Read full article at https://wccftech.com/dell-ceo-says-ai-memory-demand-will-explode-to-unimaginable-levels-by-2028/

The memory market has seen a dramatic turn in the past few days, with RAM prices in mainland China now dropping aggressively. DDR5 Pricing Sees a Steady Decline in the Global Market, But It's Not a Sign of the Shortages Ending At All Well, reporting on the memory industry has suddenly become interesting, considering that in the past few months we've been consistently talking about DRAM prices climbing and how, suddenly, major PC parts have started to witness shortages. However, with the release of Google's TurboQuant, the memory industry saw a domino effect, with major suppliers like SK hynix, Samsung, […]

Read full article at https://wccftech.com/ddr5-prices-in-china-face-a-complete-collapse-as-memory-markets-from-shift-from-desperate-scarcity-to-sudden-uncertainty/

The memory industry is now witnessing a major shift, as DRAM suppliers are now looking to lock in customers into 'multi-year' contracts, essentially guaranteeing demand. Samsung Entering Into Long-Term Contracts Means Shortages Might Last Till The End of the Decade It appears that the demand for memory products among Big Tech is so massive that they are willing to take the risk of entering long-term agreements with suppliers like Samsung and Micron, which is seen as a rather 'untraditional' move within the industry. A report by the Korean media outlet EBN reveals that hyperscalers are entering into long-term memory contracts […]

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Suppliers like Samsung and SK hynix are planning to take a rather 'cautious' approach to their DRAM plans, as they see a risk of oversupply, according to a report. Samsung Expects The DRAM Supercycle To Fade Away By 2028, Which Is Why It is Being Cautious With Investments The DRAM shortages are intensifying each quarter, and this is clearly evident in how contract prices are evolving aggressively, with a triple-digit increase that is beyond shocking. While manufacturers like SK hynix and Samsung are currently capitalizing on unprecedented demand, they are also cautious about expanding output. Chosun Biz reports that Samsung […]

Read full article at https://wccftech.com/memory-suppliers-are-actually-worried-the-demand-boom-wont-last-too-long/

IDC has released its latest report on the PC sector, cutting shipment forecasts by a large margin amid supply chain uncertainties. IDC Revises Global PC Shipments With a Huge 'Double-Digit' Decline, Claiming Recovery Signs Are Currently Too Far The influence of DRAM shortages on the consumer PC segment has become much broader than initially perceived, as securing capacity has become a problem, and manufacturers are now launching product lines ahead of schedule to navigate difficult times. IDC's latest PC market outlook focuses on the industry's state, and according to its latest analysis, PC shipments are expected to decline by 11.3% […]

Read full article at https://wccftech.com/idc-paints-a-doomer-narrative-for-the-pc-industry-as-memory-shortages-make-survival-nearly-impossible/

Micron's latest breakthrough in the memory industry is the debut of the more capable SOCAMM2 memory modules, featuring leading capacity and power efficiency. Micron's Newer SOCAMM2 Focuses On Reducing Bottlenecks With KV-Cache, Leading to Lower Latency Workloads With the 'applications' layer of AI, the memory bottleneck is growing as workloads continue to scale, which is why DRAM manufacturers have paid special attention to advancements being made with HBM and other AI-specific memory products. In Micron's latest announcement, the firm has set a "new benchmark" with SOCAMM2 memory modules, as they ramp up the per-module capacity to 256 GB, marking a […]

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Lenovo has reportedly notified its channel partners that significant price increases are expected to hit its PC and server line-ups starting in March 2026. In a letter, North America channel chief Wade McFarland and regional president Ryan McCurdy confirmed that the company’s Intelligent Devices Group (IDG) and Infrastructure Solutions Group (ISG) are adjusting pricing to offset the soaring costs of memory and storage components.

Also in the letter obtained by CRN (via TechPowerUp), to mitigate the impact on long-term projects, Lenovo has advised partners to finalise and submit orders before the end of February to lock in current rates before the March transition takes effect.

The new strategy is particularly pronounced within Lenovo’s ISG unit, which manages server and storage solutions. Price quotes for internal bidding platforms are now being restricted to a 14-day window, while external quotes are capped at 30 days. This way, the company avoids being caught in long-term contracts that no longer reflect the rapid rise in component costs. Furthermore, Lenovo has moved to simplify its enterprise offerings by consolidating product lineups and reducing configuration complexity.

This situation reflects a broader trend affecting the entire hardware sector. The surge in demand for High-Bandwidth Memory (HBM) for AI data centers has syphoned off production capacity that would normally be allocated to the DDR5 and LPDDR5X modules used in consumer systems. As manufacturing lead times for these components continue to increase, other major PC providers are expected to raise prices as well.

KitGuru says: Lenovo might be the first, but it won't be the only company raising prices this year. 

Samsung, SK hynix, and Micron are now entering into the 'production expansion' timeline, but estimates suggest that any capacity increase won't help with the memory shortages for consumers. Memory Manufacturers Are Desperate to Address Shortages, To Ensure That They Don't Miss Out on the Supercycle Memory shortages have now entered a phase in which sellers dominate, as demand has outpaced supply by a wide margin. Given the AI buildout, companies are rushing to secure LTAs with the likes of Micron, and at the same time, demand from the consumer sector isn't slowing down, which means the only possible solution for […]

Read full article at https://wccftech.com/memory-makers-rush-to-build-new-facilities-but-dont-expect-the-extra-capacity-to-help-anyone-outside-the-ai-elite/